# If Cloudflare moves, who benefits? How far does the value-chain ripple reach?
Canonical: https://valuechain.wiki/cloudflare · Facet: ripple · Updated: 2026-07-12T08:23:07.86259+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Per the valuechain.wiki graph, Cloudflare is directly linked to 1 companies (1 supply, 0 revenue relationships) and reaches 35 companies within two hops; the links are backed by 4 dated sources, 2 of them primary filings (as of 2026-07-12).

Cloudflare operates across NYSE, connectivity cloud, edge AI inference. Momentum stayed firm and it is +41.5% in 2026. The stock (+41.5%) and its supply side (avg +23.7%) are moving in step. The reason to watch this node now is that it has pre-empted the inference chokepoint between application and infrastructure just as AI agents multiply web requests (~10x).

## Supply chain (benefiting)
- T1 NVIDIA (https://valuechain.wiki/nvidia.md)
- T2 SK hynix (https://valuechain.wiki/sk-hynix.md)
- T3 Hanmi Semiconductor (https://valuechain.wiki/hanmi-semiconductor.md)
- T3 ASMPT (https://valuechain.wiki/asmpt.md)
- T3 Hanwha Semitech (https://valuechain.wiki/hanwha-semitech.md)
- T3 BESI (https://valuechain.wiki/besi.md)
- T3 Daeduck Electronics (https://valuechain.wiki/daeduck.md)
- T3 Leeno Industrial (https://valuechain.wiki/leeno.md)
- T3 Hana Materials (https://valuechain.wiki/hana-materials.md)
- T3 Eugene Technology (https://valuechain.wiki/eugene-tech.md)
- T3 KC Tech (https://valuechain.wiki/kc-tech.md)
- T3 Simmtech (https://valuechain.wiki/simmtech.md)
- T3 ASML (https://valuechain.wiki/asml.md)
- T3 S&S Tech (https://valuechain.wiki/sns-tech.md)
- T3 Nepes (https://valuechain.wiki/nepes.md)
- T3 ISC (https://valuechain.wiki/isc.md)
- T3 Disco Corporation (https://valuechain.wiki/disco.md)
- T3 Onto Innovation (https://valuechain.wiki/onto-innovation.md)
- T3 ASM International (https://valuechain.wiki/asm-international.md)
- T3 Hitachi High-Tech (https://valuechain.wiki/hitachi-hightech.md)
- T3 Park Systems (https://valuechain.wiki/park-systems.md)
- T3 Applied Materials (https://valuechain.wiki/applied-materials.md)
- T3 SCREEN Holdings (https://valuechain.wiki/screen-holdings.md)
- T3 Tokyo Ohka Kogyo (TOK) (https://valuechain.wiki/tokyo-ohka.md)
- T3 KLA (https://valuechain.wiki/kla.md)
- T3 Camtek (https://valuechain.wiki/camtek.md)
- T3 Lam Research (https://valuechain.wiki/lam-research.md)
- T3 Wonik QnC (https://valuechain.wiki/wonik-qnc.md)
- T3 Uni Test (https://valuechain.wiki/unitest.md)
- T3 Dongjin Semichem (https://valuechain.wiki/dongjin-semichem.md)
- T3 Ebara (https://valuechain.wiki/ebara.md)
- T3 Soulbrain (https://valuechain.wiki/soulbrain.md)
- T3 ENF Technology (https://valuechain.wiki/enf-technology.md)
- T3 Wonik IPS (https://valuechain.wiki/wonik-ips.md)
- T3 Jusung Engineering (https://valuechain.wiki/jusung-engineering.md)
- T3 Foosung (https://valuechain.wiki/foosung.md)
- T3 HPSP (https://valuechain.wiki/hpsp.md)
- T3 PSK Inc (https://valuechain.wiki/psk-inc.md)
- T3 Tokyo Electron (TEL) (https://valuechain.wiki/tokyo-electron.md)
- T3 Shin-Etsu Chemical (https://valuechain.wiki/shin-etsu.md)
- T3 Global Unichip (https://valuechain.wiki/global-unichip.md)
- T3 SK Siltron (https://valuechain.wiki/sk-siltron.md)
- T3 GlobalWafers (https://valuechain.wiki/globalwafers.md)
- T3 SFA Semicon (https://valuechain.wiki/sfa-semicon.md)
- T3 Advantest (https://valuechain.wiki/advantest.md)
- T3 Teradyne (https://valuechain.wiki/teradyne.md)
- T3 Powertech Technology (PTI) (https://valuechain.wiki/powertech.md)
- T3 SUMCO Corporation (https://valuechain.wiki/sumco.md)
- T3 Hana Micron (https://valuechain.wiki/hana-micron.md)
- T3 Kokusai Electric (https://valuechain.wiki/kokusai-electric.md)
- T3 SK Square (https://valuechain.wiki/sk-square.md)
- T3 Linde (https://valuechain.wiki/linde.md)
- T3 FormFactor (https://valuechain.wiki/formfactor.md)
- T3 Air Liquide (https://valuechain.wiki/air-liquide.md)
- T3 Merck KGaA (EMD) (https://valuechain.wiki/merck-kgaa.md)
- T3 ACM Research (https://valuechain.wiki/acm-research.md)
- T3 Fujimi Incorporated (https://valuechain.wiki/fujimi.md)
- T3 Montage Technology (https://valuechain.wiki/montage.md)
- T3 EO Technics (https://valuechain.wiki/eo-technics.md)
- T3 Sumitomo Chemical (https://valuechain.wiki/sumitomo-chemical.md)
- T2 Micron Technology (https://valuechain.wiki/micron.md)
- T3 Ecopro HN (https://valuechain.wiki/ecopro-hn.md)
- T2 Samsung Electronics (https://valuechain.wiki/samsung-electronics.md)
- T3 Lasertec (https://valuechain.wiki/lasertec.md)
- T3 Resonac (https://valuechain.wiki/resonac.md)
- T3 MediaTek (https://valuechain.wiki/mediatek.md)
- T3 Synopsys (https://valuechain.wiki/synopsys.md)
- T3 JCET (Jiangsu Changjiang Electronics) (https://valuechain.wiki/jcet.md)
- T3 Entegris (https://valuechain.wiki/entegris.md)
- T3 Cadence Design Systems (https://valuechain.wiki/cadence.md)
- T3 Siemens EDA (https://valuechain.wiki/siemens-eda.md)
- T3 Arm Holdings (https://valuechain.wiki/arm.md)
- T3 Samsung Electro-Mechanics (https://valuechain.wiki/samsung-electro-mechanics.md)
- T3 Cohu (https://valuechain.wiki/cohu.md)
- T3 LG Innotek (https://valuechain.wiki/lg-innotek.md)
- T3 Qnity Electronics (https://valuechain.wiki/qnity-electronics.md)
- T3 Qorvo (https://valuechain.wiki/qorvo.md)
- T3 JSR Corporation (https://valuechain.wiki/jsr.md)
- T3 Photronics (https://valuechain.wiki/photronics.md)
- T3 LG Display (https://valuechain.wiki/lg-display.md)
- T3 Arteris (https://valuechain.wiki/arteris.md)
- T3 Samsung E&A (https://valuechain.wiki/samsung-e-a.md)
- T3 Air Products and Chemicals (https://valuechain.wiki/air-products.md)
- T2 TSMC (https://valuechain.wiki/tsmc.md)
- T2 Coherent (https://valuechain.wiki/coherent.md)
- T3 Fabrinet (https://valuechain.wiki/fabrinet.md)
- T3 Tower Semiconductor (https://valuechain.wiki/tower-semiconductor.md)
- T3 MACOM Technology (https://valuechain.wiki/macom.md)
- T3 Mitsubishi Electric (https://valuechain.wiki/mitsubishi-electric.md)
- T2 Monolithic Power (https://valuechain.wiki/monolithic-power.md)
- T2 Kioxia (https://valuechain.wiki/kioxia.md)
- T3 Canon (https://valuechain.wiki/canon.md)
- T2 ASE Technology (https://valuechain.wiki/ase.md)
- T3 Kulicke & Soffa (https://valuechain.wiki/kulicke-soffa.md)
- T2 Nan Ya PCB (https://valuechain.wiki/nanya-pcb.md)
- T2 Unimicron (https://valuechain.wiki/unimicron.md)
- T3 Ajinomoto (https://valuechain.wiki/ajinomoto.md)
- T2 OpenAI (https://valuechain.wiki/openai.md)
- T3 Broadcom (https://valuechain.wiki/broadcom.md)
- T3 AMD (https://valuechain.wiki/amd.md)
- T3 Microsoft (https://valuechain.wiki/microsoft.md)
- T3 CoreWeave (https://valuechain.wiki/coreweave.md)
- T3 Oracle (https://valuechain.wiki/oracle.md)
- T3 Cerebras Systems (https://valuechain.wiki/cerebras.md)
- T3 SoftBank Group (https://valuechain.wiki/softbank.md)
- T2 Lumentum (https://valuechain.wiki/lumentum.md)
- T2 Eoptolink (https://valuechain.wiki/eoptolink.md)
- T2 Keysight Technologies (https://valuechain.wiki/keysight.md)
- T2 Amphenol (https://valuechain.wiki/amphenol.md)
- T2 Corning (https://valuechain.wiki/corning.md)
- T2 Nebius Group (https://valuechain.wiki/nebius.md)
- T3 Gigabyte Technology (https://valuechain.wiki/gigabyte.md)
- T2 ABB (https://valuechain.wiki/abb.md)
- T2 Murata Manufacturing (https://valuechain.wiki/murata.md)
- T2 Recursion Pharmaceuticals (https://valuechain.wiki/recursion.md)
- T3 Alphabet (Google) (https://valuechain.wiki/alphabet.md)
- T2 onsemi (https://valuechain.wiki/onsemi.md)
- T2 BlackRock (https://valuechain.wiki/blackrock.md)
- T3 Ross Stores (https://valuechain.wiki/ross-stores.md)
- T3 Incyte Corporation (https://valuechain.wiki/incyte.md)
- T3 Altria Group, Inc. (https://valuechain.wiki/altria.md)
- T3 Marathon Petroleum Corporation (https://valuechain.wiki/marathon-petroleum.md)
- T3 Elevance Health, Inc. (https://valuechain.wiki/elevance-health.md)
- T3 Targa Resources Corp. (https://valuechain.wiki/targa-resources.md)
- T3 Occidental Petroleum (https://valuechain.wiki/occidental-petroleum.md)
- T3 ONEOK, Inc. (https://valuechain.wiki/oneok.md)
- T3 Edwards Lifesciences Corporation (https://valuechain.wiki/edwards-lifesciences.md)
- T3 Public Service Enterprise Group Incorporated (https://valuechain.wiki/public-service-enterprise-group.md)
- T3 Old Dominion Freight Line, Inc. (https://valuechain.wiki/old-dominion.md)
- T3 Zoetis Inc. (https://valuechain.wiki/zoetis.md)
- T3 American Water Works (https://valuechain.wiki/american-water-works.md)
- T3 Hubbell Incorporated (https://valuechain.wiki/hubbell-incorporated.md)
- T3 Edison International (https://valuechain.wiki/edison-international.md)
- T2 Analog Devices (https://valuechain.wiki/analog-devices.md)
- T2 BYD Electronics (https://valuechain.wiki/byd-electronics.md)
- T3 BYD (https://valuechain.wiki/byd.md)
- T2 Wistron (https://valuechain.wiki/wistron.md)
- T2 Pegatron (https://valuechain.wiki/pegatron.md)
- T2 Astera Labs (https://valuechain.wiki/astera-labs.md)
- T2 Ibiden (https://valuechain.wiki/ibiden.md)
- T2 Luxshare Precision (https://valuechain.wiki/luxshare.md)
- T2 King Yuan Electronics (KYEC) (https://valuechain.wiki/kyec.md)
- T2 InnoLight (https://valuechain.wiki/innolight.md)
- T2 Delta Electronics (https://valuechain.wiki/delta-electronics.md)
- T2 TE Connectivity (https://valuechain.wiki/te-connectivity.md)
- T3 Ingersoll Rand Inc. (https://valuechain.wiki/ingersoll-rand.md)
- T2 Digital Realty (https://valuechain.wiki/digital-realty.md)
- T3 Siemens Energy (https://valuechain.wiki/siemens-energy.md)
- T3 HD Hyundai Electric (https://valuechain.wiki/hd-hyundai-electric.md)

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Full node: https://valuechain.wiki/cloudflare.md · JSON: https://valuechain.wiki/cloudflare.json